
Timeline
About me
Investments Manager at Meitav Dash
Education

Bar-ilan university
2005 - 2007Master of arts (m.a) law
Bar-ilan university
2020 - 2021Data science program 96
The academic college of tel-aviv, yaffo
2001 - 2004Bachelor of arts (b.a.) economics and statistics
Ifi - israel financial institute
2018 - 2019Advanced valuation and financial analysis
Experience

Menora mivtachim
Jan 2007 - Jan 2009Investments manager & analystA Portfolio Manager & Analyst who is responsible for the 3 mutual funds. Worked in the trading room in the mutual funds department under the VP of the mutual funds.

Pai finance-sold to menora
Jan 2007 - Dec 2008Investments portfolio managerA Portfolio Manager who is responsible for 3 mutual fund, the company's privet clients under the VP .participates in the main investments decisions and writes every two weeks a macro review for the clients

Modelim investments house
Feb 2009 - Aug 2011Analyst & investments managrA Portfolio Manager & Analyst who is responsible for the 7 mutual funds and the institutional Client portfolios under the CEO. A member in the investments board, presentations and meeting with potential and the company clients. Develop and manage complex excel-based financial Investment portfolio.

Excellence nessuah investment house ltd אקסלנס בית השקעות
Aug 2011 - Dec 2020Data scientist & investments managrA Portfolio Manager & Data Scientist who is in charge of the Institutional Client Portfolios. Specializes in analyze financial data and able to get into details along with decision making by assessing components of risk and value potential. Develops and manages Investments data using Excel spreadsheets & SQL & Python . Meets most of the Israeli public companies for. Presents financial oversight & Performance to the client's boards of directors. Works under the tailor-made Institutional client restrictions. ongoing updates as well as presentation before bond or IPO issuing. Specializes in analysis of corporates and government bonds besides checking legal and finance terms of the corporate bonds Regarding Hodak regulations Show less

Meitav dash
Mar 2021 - nowInvestments managerInvestments Manager in the “Kuput Mifaliyot” desk Including Provident & Pension Funds (gemel) portfolios. Mange each portfolio from A-Z including all picking: stocks, bonds, hedge funds, alternative assets and currencies hedge forwards. The representative of the investing house in the eyes of the funds for every question or query that needs reference or problem solving. Presents financial oversights & performance to the client's Investing committee every 2 weeks and to the bords of directors every quarter of a year. Works under the Investing committee references and under the Israeli Gemel restrictions using organization skill and creative problem-solving. Develops and manages complex Excel spreadsheets. Show less
Licenses & Certifications

Certified pension consultant & marketing
Israel ministry of finance - משרד האוצרFeb 2017
Insurance elementary agent license
Israel ministry of finance - משרד האוצרFeb 2016- View certificate

Investments portfolio manager
Israel securities authorityMay 2007
Languages
- enEnglish
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